About | Fortress Financial Partners

Our Mission is to inspire our clients to
make informed decisions, empowering them to master what matters most in their lives.

— Joe Grabar, Fortress Managing Principal

Core Values

Advocacy

We stand by our clients, navigating complex decisions and advocating for their financial well-being.

Integrity

We hold ourselves to the highest ethical standards, ensuring every recommendation is made with care.

Service

Our team goes beyond the numbers, delivering thoughtful guidance and exceptional service through every stage of your financial journey.

What makes us different

We combine personal attention with deep expertise to deliver financial strategies tailored to your life.

Client-centered

We build every plan around you—your goals, values, and future.

Process-driven

Our proven process ensures no detail is missed, and every step is clear.

Comprehensive & integrated planning focus

We unify all aspects of your financial life, from investments to legacy planning.

Unparalleled experience & expertise

Decades of collective knowledge applied to every client relationship

Uniquely independent

As an independent firm, we answer only to you—not to sales quotas or outside interests.

Who We Serve

Philanthropic Givers

Individuals or couples interested in charitable giving, donor-advised funds, or creating a legacy of impact.

Pre-Retirees (50s-60s)

Looking to optimize the last decade of earnings, reduce taxes, and structure guaranteed income in retirement.

New Wealth Inheritors

People who’ve come into significant money through inheritance or windfall and need a strategy to preserve and grow it.

Widows/Widowers

Recently single individuals needing help with account transfers, benefit decisions, and new financial planning.

Blended Families

Couples with kids from previous relationships navigating estate planning, legacy decisions, and fairness.

Professional Athletes

Short career window, high income—need structure, budgeting, investment discipline, and long-term wealth planning.

Tech Employees with Equity

People with RSUs/ISOs who need guidance on exercising, tax timing, and diversifying concentrated stock positions.

Business Owners

Entrepreneurs seeking help with succession planning, tax efficiency, and integrating personal and business finances.

High-Income Professionals

Doctors, lawyers, and executives earning $250k+ who need tax strategy, investment planning, and risk management.

Retirees

Individuals entering or in retirement looking to protect assets, optimize income, and plan their legacy.

Our Vision?

The life abundant for our clients, our colleagues, and our community.

Our Journey from Vision to Success

Since our founding, Fortress Financial Partners has been dedicated to helping individuals and businesses achieve financial security.

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Established Roots

Fortress Financial Partners was founded in Raleigh, NC, with a mission to provide expert financial guidance and personalized wealth strategies.

Expanding Services

We broadened our expertise to include Financial Planning & Asset Management, Tax Planning & Preparation, Estate Planning, and Corporate Retirement Plans, ensuring comprehensive solutions tailored to our clients' needs.

Expanding Our Reach

Our commitment to excellence led us to expand beyond North Carolina, now serving clients across South Carolina, New York, and Virginia, delivering trusted financial solutions to a wider community.